Laura Delahanty is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Torrey Jewett is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2010, with prior experience at Wells Fargo Investments and Cetera Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party investment strategies.

Nathalie Potvin is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at WELLS FARGO Advisors. Potvin is a committee member of the Women Wealth Advisors of Arizona, where she participates in discussions about the role of women in the financial industry and supports a platform for women advisors to exchange ideas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jackson Roder is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His previous roles include positions at Fidelity Investments, Grand Canyon Education, and Impact of Oregon. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sean Murphy is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at USAA Investment Management Company and TeamBeachbody.com. Outside of his advisory work, he assists with website development for a retail business, writes a blog on sleep improvement, co-owns a retail camping and survival business, and creates occasional video game content on YouTube. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and extensive research.

James Enriquez is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, liquidity management, managing new wealth, and personal retirement planning. In his role, he focuses on connecting clients with people, plans, and processes that align with their unique financial ambitions. James holds a Bachelor's Degree from Arizona State University and has earned the Personal Investment Advisor (PIA) designation. He takes the time to understand clients' perspectives and priorities to develop personalized strategies aimed at achieving their financial goals. His approach includes guidance on general investing, retirement planning, and preparing for unexpected expenses. Outside of his professional work, James has personal interests that include antiquing, football, pickleball, reading, spending time with his family, traveling, and watching movies.

Lauren Marshell is a financial advisor with Mass Mutual Investors Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2015, and previously at Voya Investment Management Co. LLC from 2013 to 2015. Outside of her advisory role, she is involved in individual and group life and health insurance sales through Revere Financial. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Justine Gidaro is a financial advisor at Edelman Financial Engines with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2013. Edelman Financial Engines provides technology-enabled investment advisory services to workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Clark Krueger is a financial advisor with Thrivent Investment Management in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Krueger performs as a freelance musician for occasional events and church services, as well as with the Extreme Decibel Big Band. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning areas without discretionary portfolio management. The firm offers a combination of holistic, goal-based planning and managed-account services through a consolidated billing option called WealthPlan.

Michael Ross is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with firms including UBS Financial Services and Minnesota Life Insurance Co. Outside of advising, he is involved in the sale of fixed insurance products and operates Renaissance Financial, offering securities, insurance, and advisory services. Cetera is an SEC-registered adviser serving a broad client base from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services featuring multiple program structures and access to third-party money managers.

David Coffeen is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that include portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to each client’s risk profile.

Jerry Ball is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. Prior to this, he worked in various capacities at Fidelity, including Investment Consultant from 2015 to 2016, Portfolio Specialist from 2014 to 2015, and other service roles from 2011 to 2014. His earlier experience includes positions in securities and insurance sales at PFS Investments and securities trading at Bright Trading Inc. Jerry's career began on Wall Street as a securities trader, which provided a foundation for his transition to working directly with families to build financial plans. He focuses on simplifying complex financial concepts to assist his clients effectively. No specific information about his education, credentials, personal interests, or community involvement has been provided.

Ruben Belbe is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Rocket Mortgage and various non-financial positions. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated and multi-structured wealth advisory programs.

Octavio Torres is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2011. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Jason Pickering is a Series 66 licensed financial advisor with Edward Jones, based in Sun City, AZ. He has one year of industry experience, including prior employment at Sentinel Technologies from 2001 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a large nationwide network of financial advisors and branch offices.

Justyn Delgadillo is a Series 65 licensed financial advisor with 10 years of industry experience. He has worked at Financial Engines Advisors L.L.C., now part of Edelman Financial Engines, since 2015. Edelman Financial Engines provides technology-enabled investment advisory services to workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages customized and model-based portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Kile Weaver is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. His career includes positions at AE Wealth Management, Hybrid Retirement Solutions, Financial Engines Advisors, Kestra Financial, Amazon, and Foresters Financial. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary advice through diversified model portfolios and long-term strategies.

Brian Galvin is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2010, including three years at Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investments program.

Joseph Whitfield is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has five years of industry experience, including prior roles at Edward Jones and INSYS Therapeutics. Outside of finance, he is a partner in MC6, a six-part men’s a cappella group based in Mesa, Arizona, where he participates in performing, recording, and event coordination. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various product services through a network of investment adviser representatives.

Brian Bates is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions, J.P. Morgan Securities, and Securities America Advisors. He is based in Phoenix, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.